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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Aug 23, 2018

In episode 84 of Financially Simple, Justin goes through the motions of the Business Planning Cycle.

Thought that your business plan was a once off? Think again! Business plans are a constant thought the operations of a business. Justin goes over the Business Planning Cycle, considering each turn of the wheel and how it integrates in to a business’s growth.

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00:29 - The Business Planning Cycle & Challenges to Business Planning

00:51 - Turn, turn, turn

02:24 - Personal Planning

03:55 - Business Planning

06:48 - Critical Success Factors

09:49 - Planning Challenges

11:42 - Tips for implementing a successful Value Growth plan

14:20 - Conclusion



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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.